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Joseph Keep

Jpl Wealth Management, Llc

Assets Managed
$434.739M
Holdings
1554
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
5.91%(2Q avg: 1.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jpl Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1554 positions.

Assets under management

The assets under management (AUM) of Jpl Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 434.739M in assets, with a quarterly growth rate of 5.91% and a 2-quarter average growth rate of 1.67%. The portfolio is managed by Joseph Keep, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 6.06%
3.64%
$15.783M
650,307 shares@ $24.28 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 89.74%
3.2%
$13.877M
181,309 shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.93%
2.86%
$12.407M
48,887 shares@ $253.79 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -6.73%
2.8%
$12.145M
39,238 shares@ $309.52 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 38.66%
2.79%
$12.119M
208,310 shares@ $58.18 avg price
CAOS
Alpha Architect Tail Risk
Recent Activity
Increased 22.38%
2.74%
$11.894M
131,046 shares@ $90.77 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.71%
2.5%
$10.843M
37,708 shares@ $287.56 avg price
AAEQ
Alpha Architct Us Eqty 2 Etf
Recent Activity
Decreased 0%
2.46%
$10.669M
229,355 shares@ $46.52 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Decreased -13.98%
2.42%
$10.494M
38,782 shares@ $270.59 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.34%
2.15%
$9.323M
29,062 shares@ $320.82 avg price

1-10 of 1554